EWG
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Executive Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Executive Wealth Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$27.8M Buy
434,808
+289,736
+200% +$18.4M 5.79% 8
2023
Q4 		$8.78M Buy
145,072
+1,896
+1% +$106K 5.58% 8
2023
Q3 		$7.43M Buy
143,176
+160
+0.1% +$8.7K 5.27% 8
2023
Q2 		$7.9M Hold
143,016
– – 5.34% 8
2023
Q1 		$6.89M Buy
143,016
+248
+0.2% +$11K 4.88% 9
2022
Q4 		$5.7M Buy
142,768
+8,464
+6% +$345K 4.35% 9
2022
Q3 		$5.16M Hold
134,304
– – 4.43% 9
2022
Q2 		$5.48M Buy
134,304
+176
+0.1% +$7.93K 4.24% 9
2022
Q1 		$6.98M Buy
134,128
+2,360
+2% +$121K 4.58% 9
2021
Q4 		$7.55M Buy
131,768
+40
+0% +$2.2K 4.67% 9
2021
Q3 		$6.61M Buy
131,728
+1,272
+1% +$65.9K 4.04% 9
2021
Q2 		$6.5M Sell
130,456
-1,416
-1% -$66.8K 3.85% 11
2021
Q1 		$5.91M Buy
131,872
+2,344
+2% +$105K 3.64% 11
2020
Q4 		$5.73M Sell
129,528
-440
-0.3% -$18.1K 3.87% 11
2020
Q3 		$5.06M Buy
129,968
+5,704
+5% +$215K 3.89% 11
2020
Q2 		$4.33M Sell
124,264
-1,952
-2% -$60.9K 3.46% 11
2020
Q1 		$3.34M Buy
126,216
+4,400
+4% +$133K 3.2% 13
2019
Q4 		$3.73M Sell
121,816
-1,576
-1% -$45.1K 2.83% 12
2019
Q3 		$3.32M Sell
123,392
-6,776
-5% -$182K 2.66% 13
2019
Q2 		$3.43M Buy
130,168
+304
+0.2% +$7.84K 2.63% 13
2019
Q1 		$3.26M Buy
129,864
+296
+0.2% +$6.88K 2.54% 14
2018
Q4 		$2.7M Buy
129,568
+352
+0.3% +$7.98K 2.55% 14
2018
Q3 		$3.27M Buy
129,216
+560
+0.4% +$13.6K 2.71% 12
2018
Q2 		$2.92M Buy
128,656
+14,344
+13% +$322K 2.6% 14
2018
Q1 		$2.44M Buy
114,312
+2,352
+2% +$51.4K 2.1% 15
2017
Q4 		$2.31M Buy
+111,960
New +$2.27M 2.06% 15

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Executive Wealth Group's VGT Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard Information Technology ETF (VGT) stake by 200% in Q1 2024, buying an estimated $18.4M and bringing the position to 434,808 shares worth $27.8M. The position accounts for 5.79% of the portfolio, ranked #8.

Executive Wealth Group first reported a position in VGT in Q4 2017 and has held it in 26 quarters since. 1,460 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

  • Executive Wealth Group held 434,808 shares of Vanguard Information Technology ETF worth $27.8M as of Q1 2024.
  • Executive Wealth Group bought 289,736 Vanguard Information Technology ETF shares in Q1 2024, an estimated $18.4M.
  • Vanguard Information Technology ETF made up 5.79% of Executive Wealth Group's portfolio in Q1 2024, its #8 holding.
  • Executive Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.